I am going to start my taxes using TurboTax online. I experimented with several other cheaper online tax programs last year and I found them to be more trouble than they were worth, then ended up doing it with TurboTax.

I don't like the pricing games they play, but I don't mind paying them in order to save time and aggravation doing my taxes.

I went to the web site, signed in, and it looks like I need the Premier version for $54.99. Is there any cheaper way to use TT and be able to import all your tax info from Vanguard and other financial institutions?

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The most important thing you should know about me is that I am not an expert.

tc101 wrote:I am going to start my taxes using TurboTax online. I experimented with several other cheaper online tax programs last year and I found them to be more trouble than they were worth, then ended up doing it with TurboTax.

I don't like the pricing games they play, but I don't mind paying them in order to save time and aggravation doing my taxes.

I went to the web site, signed in, and it looks like I need the Premier version for $54.99. Is there any cheaper way to use TT and be able to import all your tax info from Vanguard and other financial institutions?

That looks like a good price for Premier
Amazon 65.00
74-76 everywhere else.

"One does not accumulate but eliminate. It is not daily increase but daily decrease. The height of cultivation always runs to simplicity" –Bruce Lee

Are you not able to import the 1099? Does TT not see your Vanguard 1099?

I have not bought it yet, but it says on the website that to import you need the premier version.

Just go to Penfed.org and there is a link on the front page to TT that will save you money (39.99 for premier). You don't have to be a member to take advantage of it (which surprised me as I am a member).

Last edited by Valdeselad on Fri Feb 19, 2016 9:49 pm, edited 1 time in total.

Are you not able to import the 1099? Does TT not see your Vanguard 1099?

I have not bought it yet, but it says on the website that to import you need the premier version.

Just go to Penfed.org and there is a link on the front page to TT that will save you money (37.99 for premier). You don't have to be a member to take advantage of it (which surprised me as I am a member).

How much is Deluxe Fed + State E-File thru Penfed?

Thanks.

“The intelligent investor is a realist who sells to optimists and buys from pessimists.” |
― Benjamin Graham, The Intelligent Investor

Finished my taxes today. I liked it better than the CD version that I have been buying every year.
If you have a Fido account, look under Guidance Retirement >Taxes. You will see a Turbo Tax icon on the right panel.

Valdeselad wrote:Just go to Penfed.org and there is a link on the front page to TT that will save you money (37.99 for premier). You don't have to be a member to take advantage of it (which surprised me as I am a member).

I don't see it, Premier shows at $74.99

"Every time I see an adult on a bicycle, I no longer despair for the future of the human race." H.G. Wells

Valdeselad wrote:Just go to Penfed.org and there is a link on the front page to TT that will save you money (37.99 for premier). You don't have to be a member to take advantage of it (which surprised me as I am a member).

I don't see it, Premier shows at $74.99

Front page, all the way at the bottom on the right side (you have to scroll down to see it) - follow that TT link and premier is 39.99

Are you not able to import the 1099? Does TT not see your Vanguard 1099?

I have not bought it yet, but it says on the website that to import you need the premier version.

Just go to Penfed.org and there is a link on the front page to TT that will save you money (37.99 for premier). You don't have to be a member to take advantage of it (which surprised me as I am a member).

Right, I see now that you are talking about the online version. Not sure where it stands now but in the past the online version did not let you go into FORMS view, something I find useful. Has this changed??

"Every time I see an adult on a bicycle, I no longer despair for the future of the human race." H.G. Wells

Are you not able to import the 1099? Does TT not see your Vanguard 1099?

I have not bought it yet, but it says on the website that to import you need the premier version.

Just go to Penfed.org and there is a link on the front page to TT that will save you money (37.99 for premier). You don't have to be a member to take advantage of it (which surprised me as I am a member).

How much is Deluxe Fed + State E-File thru Penfed?

Thanks.

Looks like federal is 24.99 and it just says state is additional

For me it was like $30 + $37 for State - not a deal.

“The intelligent investor is a realist who sells to optimists and buys from pessimists.” |
― Benjamin Graham, The Intelligent Investor

Just completed my return using TT Deluxe, downloaded version. It WAS ABLE to import data from Vanguard and Morgan Stanley WM. It also handled a 1041-K1 from an inheritance. They DID suggest I go to Premier to deal with investments,but that was just a sales ploy.

In the past two years, I paid $10 under the Vanguard discount for Flagship for Premier on line. A couple days ago Turbo Tax sent me an e-mail with a discount offer of $20 off. I sign in to Turbo Tax, that discount was now down to $15, no longer $20. And there was an extremely hard phrase to see that was in light light blue on a white background that said State Information or maybe it said State Additional, I clicked on that and found that they now plan to charge me $35 for state return which in the past I got for free. So, that $20 discount had morphed into a negative number pretty fast.

I think I will use TaxAct next year, but this year I do not want to have to learn a new system.

I used to use TurboTax, but I no longer consider it a good value. In years with clear tax situations, I'd rather use free fillable forms where I can get at the actual 1040 and schedules myself without dealing with annoying interfaces. In years with more complex tax situations, I want a CPA who has experience interpreting the tax regulations and will support me in the event of an audit.